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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Verity Larsen
Founder & CEO at Versoft Consulting
Speaker

Profile

Verity Larsen has been a respected voice in financial technology for over 25 years. As the founder of Versoft Consulting, a boutique investment technology and business process consulting firm, she's made it her mission to transform how the financial services industry selects, implements, and uses technology.

What sets Verity apart is her hands-on approach to challenges like validating data, consolidating business processes, and building crucial integrations. She doesn't just offer guidance; she drives execution, working alongside her clients to implement real solutions.

Since founding Versoft in 2015, she's championed a vendor-agnostic DNA that serves RIAs, Wealth Managers, Asset Managers, Family Offices, and more. In an industry constantly suffering from analysis paralysis, Verity's practical expertise has become invaluable for firms navigating complex problems, helping them make strategic, technology-driven decisions in an increasingly competitive marketplace

Agenda Sessions

  • She-Suite Wisdom: Mastering Post-Merger Integration

    4:45pm